Unanet CRM

What Unanet CRM is

Unanet CRM is an AI-first customer relationship management platform built for architecture, engineering, and construction firms handling project-based work. It brings relationship management, business development pipelines, proposals, and project tracking together for business developers, seller-doers, project managers, and firm leaders. Outlook tools help teams identify and use firm connections, while pipeline management supports pursuit strategy and forecasting. Proposal tools include a searchable library of project and personnel details, templates, and exports to PDF or RTF, with Adobe InDesign and Microsoft Word integrations. Champ Agents assist with relationships, pursuits, and proposals. Other listed AI capabilities include detecting contacts in Outlook, enriching contacts from over 200 public data sources, and creating company records from a URL. The mobile app supports business-card scanning, call logs, meeting plans, and access to company records. Unanet CRM connects with systems including Unanet, Deltek, Trimble, Sage, and Procore, and is listed for Android, iOS, web, API, and extension. Unanet describes access controls and multi-factor authentication for authorized employee access, and directs customers to its trust portal for SOC 2 reports. Pricing is on request.